The Goldman Sachs Group, Inc

Asset & Wealth Management, Trust Services, Analyst - New York

The Goldman Sachs Group, Inc$75K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree Required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in client service
  • Self-motivated with a collaborative mindset
  • Strong verbal, written communication, organizational, and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Strong knowledge of estates practice area including probate and tax matters

Responsibilities

  • Support the administration and operation of estate accounts
  • Administer estate cash management functions such as receipts and disbursements
  • Coordinate preparation of estate and fiduciary income tax payments
  • Ensure compliance with fiduciary, operational, and regulatory requirements
  • Reconcile estate account activity and asset values
  • Coordinate asset transfers and funding activity for estate-related accounts
  • Liaise with fiduciary professionals, outside counsel, and tax advisors

Benefits

  • Comprehensive health and wellness offerings
  • Competitive benefits package
  • Accessibility for both full-time and part-time employees
  • Support for employee development and career growth opportunities
  • Valuable resources for work-life balance and mental health
Full Job Description
Job Description

JOB SUMMARY & RESPONSIBILITIES

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for estate settlement administration, the desire to work closely with fiduciary professionals, and the ability to think outside the box? Our Estate Analysts support all aspects of our estate settlement services business from an operational and account administration standpoint. We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to supporting estate administration and enhancing our business.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Support the Estate Settlement Services team with the administration, operation, maintenance, and monitoring of estate accounts
  • Administer estate cash management functions, including receipts, disbursements, journals, checks, and wires
  • Coordinate preparation of estate tax payments, fiduciary income tax payments, and related tax filings
  • Support estate account oversight activities to comply with fiduciary, operational, and regulatory requirements
  • Reconcile and verify estate account activity, asset values, distributions, and historical data as needed
  • Coordinate estate-related account implementation, asset transfers, and funding activity
  • Support projects related to estate settlement workflows, process improvements, and team strategic planning
  • Serve as a key liaison to PWAs, fiduciary professionals, outside counsel, tax advisors, and other areas supporting the estate settlement process
  • Assist with estate onboarding, including documentation, account opening, asset inventory, and funding activity
  • Participate in efforts to improve efficiencies within the Estate Settlement Services business


WHERE WILL YOU MAKE AN IMPACT

GSTC has a national practice, working with PWAs based in the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach

QUALIFICATIONS

SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's Degree Required
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in client service
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity
  • Strong knowledge of estates practice area, including probate and tax matters
  • Paralegal experience in estate administration and/or experience on an estate administration team at a wealth management firm is a plus

Salary Range
The expected base salary for this New York, NY, United States-based position is $75000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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